Copley Financial Group’s Toyota TM Stock Holding History

Copley Financial Group’s Portfolio TM Stock Details TM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-11	Closed	-$1.96K	–	201
2024 Q3	$1.96K	Buy	+11	New	+$2.06K	﹤0.01%	188

Other funds holding TM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SRB Corp Boston, Massachusetts $1.63B AUM 20.77% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Copley Financial Group's TM Position: Q4 2024 in Review

Copley Financial Group sold out of Toyota (TM) in Q4 2024, closing a stake of 11 shares — an estimated $1.96K sold.

Copley Financial Group first reported a position in TM in Q3 2024 and held it in 1 quarter. The position peaked at $1.96K in Q3 2024. 607 funds tracked by Wall St. Rank hold TM as of Q4 2024.

Copley Financial Group reported no remaining Toyota position as of Q4 2024 after selling out during the quarter.
Copley Financial Group sold 11 Toyota shares in Q4 2024, an estimated $1.96K.
Copley Financial Group first reported a position in Toyota in Q3 2024 and held it in 1 quarter.
Copley Financial Group's Toyota position peaked at $1.96K in Q3 2024.
607 funds tracked by Wall St. Rank held Toyota as of Q4 2024.

Based on Copley Financial Group's 13F filing for Q4 2024, filed 5 Mar 2025.